CSRIX vs. GRIFX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Apollo Diversified Real Estate Fund Class I (GRIFX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014.
Performance
CSRIX vs. GRIFX - Performance Comparison
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CSRIX vs. GRIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
GRIFX Apollo Diversified Real Estate Fund Class I | 1.73% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly higher than GRIFX's 1.73% return. Over the past 10 years, CSRIX has outperformed GRIFX with an annualized return of 6.43%, while GRIFX has yielded a comparatively lower 4.46% annualized return.
CSRIX
- 1D
- 1.02%
- 1M
- -6.52%
- YTD
- 2.92%
- 6M
- 0.23%
- 1Y
- 2.69%
- 3Y*
- 7.46%
- 5Y*
- 4.15%
- 10Y*
- 6.43%
GRIFX
- 1D
- 0.24%
- 1M
- -1.27%
- YTD
- 1.73%
- 6M
- 1.39%
- 1Y
- 2.95%
- 3Y*
- 1.50%
- 5Y*
- 3.73%
- 10Y*
- 4.46%
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CSRIX vs. GRIFX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than GRIFX's 2.23% expense ratio.
Return for Risk
CSRIX vs. GRIFX — Risk / Return Rank
CSRIX
GRIFX
CSRIX vs. GRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Apollo Diversified Real Estate Fund Class I (GRIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CSRIX | GRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.65 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.94 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.13 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.85 | -0.51 |
Martin ratioReturn relative to average drawdown | 1.18 | 3.72 | -2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSRIX | GRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.65 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.67 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.97 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.01 | -0.70 |
Correlation
The correlation between CSRIX and GRIFX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CSRIX vs. GRIFX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, less than GRIFX's 5.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.38% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
GRIFX Apollo Diversified Real Estate Fund Class I | 5.28% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
Drawdowns
CSRIX vs. GRIFX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than GRIFX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for CSRIX and GRIFX.
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Drawdown Indicators
| CSRIX | GRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -14.29% | -27.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -3.61% | -7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -14.29% | -17.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -14.29% | -27.16% |
Current DrawdownCurrent decline from peak | -6.52% | -4.02% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -3.38% | -5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 0.83% | +2.42% |
Volatility
CSRIX vs. GRIFX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.43% compared to Apollo Diversified Real Estate Fund Class I (GRIFX) at 0.88%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than GRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | GRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 0.88% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 2.48% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 4.58% | +11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 5.56% | +13.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 4.62% | +15.86% |